Other papers

Members of the Retirement Policy and Research Centre (RPRC) have produced a variety of papers, including journal articles and book chapters.

2017 | 2016 | 2015 | 2014 | 2013 | 2012 | 2010 | 2009 | 2008 | 2007 | 2006

2017


External Evaluation 2016: A pathway toward financial inclusion and improved wellbeing, M Claire Dale, Erwann Sbai

The aims of the research are to evaluate the impact of Ngā Tangata Microfinance (NTM) no-interest asset-building (NILS®) and debt relief (DRLS) loans on clients and communities, and to evaluate the effectiveness and efficiency of NTM processes, for the purpose of increasing the impact of the loans, and improving the loan processes.

View the ebook.

Summit Proceedings 2017

This Summit was presented by Child Poverty Action Group, the University of Auckland’s Retirement Policy and Research Centre and the Centre for Applied Research in Economics. Summit proceedings compiled and edited by M Claire Dale.

2016


New Zealand’s KiwiSaver Lessons for Ireland, Susan St John

This report describes aspects of KiwiSaver that may be of interest to Ireland as it investigates its own opt-out savings scheme.

New Zealand Superannuation policy and overseas state pensions, M Claire Dale and Susan St John

This report focusses primarily on the context of the DDP and its relationship to residence, describes how it is applied, and sets out reform options for discussion. A public policy framework is used to assess these options as a contribution to the Retirement Commissioner’s 2016 Review of Retirement Income Policies.  

Ngā Tāngata Microfinance Evaluation 2016, M Claire Dale

The aims of the research, funded by a grant from the J R McKenzie Trust, are to evaluate the impact of NTM no-interest loans on clients and communities, and to evaluate the effectiveness and efficiency of NTM processes.

New Zealand’s Kiwi Saver Lessons for Ireland, Susan St John

Paper presented to Insurance Ireland summit New Zealand’s Kiwi Saver Lessons for Ireland 13 September 2016, Dublin, Ireland.

Summit proceedings: This Summit was proudly supported by Child Poverty Action Group, and the University of Auckland’s Centre for Applied Research in Economics and Retirement Policy and Research Centre. Summit proceedings compiled and edited by M. Claire Dale.

2015


Let's talk about how money works. In 2008, New Zealand was one of the first countries in the OECD to adopt a national strategy for financial literacy. The strategy was revised in 2014 after wide consultation and became the National Strategy for Financial Capability, supported by over 100 organisations. UK Financial Times, Financial Advisor, M. Claire Dale (3 December 2015).

Summit proceedings: This Summit was proudly supported by Child Poverty Action Group, and the University of Auckland’s Centre for Applied Research in Economics, Retirement Policy and Research Centre, and Department of Paediatrics: Child and Youth Health. Summit proceedings compiled and edited by M. Claire Dale.

2014


Critical policy perspectives on the law regarding benefits and pensions, in Elder Law in New Zealand. The chapter is on critical policy perspectives on the law regarding age pensions and benefits. Each part of the book explores different facets of elder law including New Zealand’s “ageing in place” policy; entitlements to services from district health boards; retirement villages and rest homes; relationship property issues; and legal issues and rights. Susan St John and M.Claire Dale. Published by Thomson Reuters (2014)

What Has New Zealand's Retirement Policy Framework to Offer the International Debate. New Zealanders don’t realise that they are regularly regarded in other countries as world leaders, not just in sport. In social policy too we have often been ahead of world thinking. One very under-trumpeted innovation is our retirement incomes policy, which, with ACC, is unique on the world stage. Susan St John. Policy Quarterly, v10:3, August 2014

Recalibrating New Zealand, in The Piketty Phenomenon: New Zealand Perspectives, a BWB text, containing responses from many of New Zealand’s economists and commentators to Thomas Piketty’s text: Capital in the Twenty-First Century.  Susan St John (2014).

Ageing populations, retirement incomes and public policy: what really matters in Hong Kong Must Stand Up. Only governments can reliably eliminate poverty in old age, level the tax and regulatory playing fields for financial service providers/savers and gather impeccable, deep data. They can also help citizens to understand the things that really matter to individual saving decisions. Michael Littlewood (2014).

Forum Proceedings: Retirement Incomes Policy: the future is now. The forum, hosted by the RPRC and the Commission for Financial Literacy and Retirement Incomes (CFLRI), brought together international and national retirement industry experts, academics and practitioners for analysis of recent retirement income policy recommendations proposed by stakeholders and interest groups. (17 April 2014).

2013


Forum Proceedings: Does the UK’s reform of pensions have lessons for New Zealand? After fifteen years of intense retirement income policy debate, consultation and legislation, the UK's pension system will become surprisingly like New Zealand's with a single tier of public pension and auto-enrolment into private pensions. (23 September 2013)

Book Review: Reforming Pensions for Civil and Military Servants The book summarises an international seminar held in January 2011 where academic experts discussed the arrangements for public sector employees’ pensions in a range of countries. Critically, in most countries, there has been a tradition of favoured treatment for pensions for civil servants. Susan St John. Journal of Pension Economics and Finance Vol 12, Issue 4, 2013.

Article: Wage-Earners' Welfare after Economic Reform: Refurbishing, Retrenching or Hollowing Out Social Protection in Australia and New Zealand? Australia and New Zealand developed distinctive 'wage-earner welfare states', with social protection largely delivered through high bread-winner basic incomes and residual social policies. Market reforms then pursued in both countries during the 1980s and 1990s retrenched important elements of the Antipodean model. S. Wilson, B. Spies‐Butcher, A. Stebbing, S. St John. Journal of Social Policy & Administration, 2013.

Forum proceedings: Overseas Pensions: Justice Delayed? The RPRC hosted this forum at the Auckland Business School in association with the Human Rights Commission and Victoria University’s School of Accounting and Commercial Law. The Forum brought together academics, Ministry of Social Development (MSD) officials, politicians and pensioners, to examine the treatment of retirees in New Zealand who have state-administered overseas pensions. (6 June 2013)

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2012


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2010


  • The New Zealand experience of child-based work incentives
    St John, S., & Dale, M.C.
    European Journal of Social Security 12(3), 216 - 241. [This article draws on and updates St John (2006) Child poverty: lessons from New Zealand, European Journal of Social Security 8(3), 299 - 316.]
  • Pre-funding a government's future financial obligations – the New Zealand Superannuation case study
    Littlewood, M.
    New Zealand Economic Papers, 44(1), 91-111.
  • Aging of the elderly: An intragenerational funding approach to long-term care
    St John, S., & Chen, Y.P.
    European Papers on the New Welfare, 15 October 2011.
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2009


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2008


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2007


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2006


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